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Fermata Advisors’s Eagle Point Credit Company ECC Stock Holding History

Fermata Advisors’s Portfolio ECC Stock Details ECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$56.5K Buy
16,340
+187
+1% +$704 0.01% 291
2026
Q2 		$60.1K Buy
16,153
+745
+5% +$2.97K 0.01% 274
2026
Q1 		$57.9K Buy
15,408
+1,830
+13% +$8.52K 0.01% 231
2025
Q4 		$78.2K Buy
13,578
+1,033
+8% +$6.28K 0.02% 215
2025
Q3 		$82.9K Buy
12,545
+1,706
+16% +$12.1K 0.02% 209
2025
Q2 		$83K Buy
+10,839
New +$83.1K 0.02% 219

Other funds holding ECC

KMWM
Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Fermata Advisors's ECC Position: Q3 2026 in Review

Fermata Advisors increased its Eagle Point Credit Company (ECC) stake by 1.2% in Q3 2026, buying an estimated $704 and bringing the position to 16,340 shares worth $56.5K. The position accounts for 0.01% of the portfolio, ranked #291.

Fermata Advisors first reported a position in ECC in Q2 2025 and has held it in 6 quarters since. The position peaked at $83K in Q2 2025. 18 funds tracked by Wall St. Rank hold ECC as of Q3 2026.

  • Fermata Advisors held 16,340 shares of Eagle Point Credit Company worth $56.5K as of Q3 2026.
  • Fermata Advisors bought 187 Eagle Point Credit Company shares in Q3 2026, an estimated $704.
  • Eagle Point Credit Company made up 0.01% of Fermata Advisors's portfolio in Q3 2026, its #291 holding.
  • Fermata Advisors first reported a position in Eagle Point Credit Company in Q2 2025 and has held it in 6 quarters since.
  • Fermata Advisors's Eagle Point Credit Company position peaked at $83K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.